Senior Investment Specialist
$150k - $170kMindSpring Partners LLC
MindSpring Partners LLC provided pay range
This range is provided by MindSpring Partners LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$150,000.00/yr - $170,000.00/yr
Direct message the job poster from MindSpring Partners LLC
Our client, a top-tier asset manager is hiring a Senior Investment Specialist Analyst to support its growing platform focused on customized portfolios for advisors and institutional clients. This high-impact role blends investment strategy, portfolio construction, and advanced analytics—including AI tools—to deliver tailored model portfolios and insights.
Key Responsibilities:
- Analyze advisor portfolios and investment strategies to identify optimization opportunities
- Design and propose custom model portfolios in collaboration with multi-asset and distribution teams
- Leverage AI/LLM tools to assess advisor behavior, risk frameworks, and decision-making
- Generate performance reports, monitor investments, and recommend portfolio adjustments
- Support strategic rollout of firm-branded models and track industry trends
Ideal Candidate:
- 5–8+ years in portfolio analysis or investment research
- Strong analytical and communication skills
- Experience with performance attribution, risk tools, and model portfolio design
- Proactive, collaborative, and detail-oriented
Great opportunity for someone who wants to shape modern investment solutions at a firm investing in innovation and personalization.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance
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